Original filing (PDF)20250401152719NAL0004098227001

WATERTOWN LIBRARY ASSOCIATION

Name: WATERTOWN LIBRARY ASSOCIATION — WATERTOWN LIBRARY ASSOCIATION, SRA TAX DEFERRED ANNUITY, Form 5500 (2024)
Creator: WATERTOWN LIBRARY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

WATERTOWN LIBRARY ASSOCIATION, SRA TAX DEFERRED ANNUITY

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERTOWN LIBRARY ASSOCIATION.

Plan sponsor

Name

WATERTOWN LIBRARY ASSOCIATION

EIN

06-0646955

Address

470 MAIN ST · WATERTOWN, CT · 06795

Phone

(860) 945-3360

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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